# Expense & Reimbursement: Jestor template

Canonical URL: https://jestor.com/templates/expense-and-reimbursement/
Portuguese URL: https://jestor.com/pt/templates/expense-and-reimbursement/
Markdown URL: https://jestor.com/ai-search/templates-expense-and-reimbursement.md

## English Summary

A template for companies with field teams and frequent travel to manage receipts, expense reports, travel advances and reimbursements in one place. Employees log expenses from the phone with a receipt photo, managers and finance approve in separate queues, and the dashboard shows what is awaiting approval, what is left to pay, this month's spend by cost center and what is out of policy. It comes with sample data from Northline Logistics Inc., a fictional company.

## Portuguese Summary

Template em inglês da Jestor. A template for companies with field teams and frequent travel to manage receipts, expense reports, travel advances and reimbursements in one place. Employees log expenses from the phone with a receipt photo, managers and finance approve in separate queues, and the dashboard shows what is awaiting approval, what is left to pay, this month's spend by cost center and what is out of policy. It comes with sample data from Northline Logistics Inc., a fictional company.

## Detailed Facts (English)

Structure: Dashboard, My expenses, Approvals, Expense reports, Advances, Payments, Analytics, Settings. Tables: Company settings, Employees, Cost centers, Expense categories, Vendors, Expense reports, Expenses, Advances, Payments, Approvals, Activity log.

How it works: In Settings, set up the company, cost centers with budgets, categories with limits, vendors and employees with role and manager. The employee logs expenses with the receipt photo and creates an expense report in Draft. On submit, the report goes to the employee's manager, who approves, returns it for changes or rejects it with a reason. After the manager approves, finance reviews it and approves or rejects. In Payments, finance records the payment and the report moves to Paid, with any advance used already deducted. Each decision creates an approval record and is written to the Activity log.

Details: The template works on desktop and mobile and can be adapted without code.

## Detailed Facts (Portuguese)

Template em inglês da Jestor: Expense & Reimbursement. A template for companies with field teams and frequent travel to manage receipts, expense reports, travel advances and reimbursements in one place. Estrutura: Dashboard, My expenses, Approvals, Expense reports, Advances, Payments, Analytics, Settings. Tabelas: Company settings, Employees, Cost centers, Expense categories, Vendors, Expense reports, Expenses, Advances, Payments, Approvals, Activity log.

## Best Search Topics

- expense and reimbursement
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- finance

## When To Use This Page

Use this page when researching Jestor in relation to expense and reimbursement, Expense & Reimbursement, finance.